Skip to content

Log a call

From the contact record, the Calls tab logs a call with four fields: Assigned, Direction (Inbound or Outbound), Stage, and Channel — the last one marked (required), the only mandatory field of the four. There’s no summary or notes field on this form. The form indicates when the contact has no phone numbers (see Properties for the phone fields). Log call becomes available after the required information is complete; the call stays in the tab’s history, visible the next time you open the record.

Calls tab with the call logging form

Frequently asked questions

Was this article helpful?